Overview
Automatically create clients, contacts and jobs and supporting documents in Xero Practice Manager from your WordPress website when clients and prospects submit forms.
We are entering the digital age of bookkeeping and accounting and your firm needs to keep up with times to stay alive; we hear you! Your firm might be using Xero Practice Manager to manage your clients and your firm surely has a website already right?
Website to Practice Connector + Xero
Our application automatically creates clients, contacts and jobs and supporting documents in Xero Practice Manager from your WordPress website when clients and prospects submit forms.
Getting started
To get started you need to make sure you have Gravity Forms set up on your Wordpress site.
You will then need to purchase, install and activate our plugin.
In the plugin settings, connect your Xero Practice Manager account.
Then save the settings and the connection has now been made! To confirm this we list your categories, staff and templates below in a table format which can be used for future reference.
